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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $239,425 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 · EIN 77-0645890 | Actuarial | $38,500 |
POZEFSKY, BRAMLEY & MURPHY4 years Filed as: POZEFSKY, BRAMLEY, & MURPHY Service code 29 · EIN 14-1601487 | Legal | $31,927 |
Service code 10 · EIN 14-1624930 | Accounting | $31,300 |
MICHAEL BRADY5+ years Service code 14 · EIN 14-6076460 | Plan Administrator | $29,561 |
WRIGHT INVESTORS SERVICE5+ years Service code 28 · EIN 06-1444342 | Investment Management | $21,827 |
KEYBANK NATIONAL ASSOCIATION5+ years Service code 18 · EIN 34-1784820 | Custodial (other than securities); Di... | $16,530 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $15,138 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 28 489 FIFTH AVENUE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $14,924 |
Service code 28 | Investment Management | $9,799 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | -0.22% | 8.15%-8.4pp | 7.87%-8.1pp | 11.45%-11.7pp |
| Employer contribution / active EE | $11,793 | $17,725-33.5% | $31,784-62.9% | $17,219-31.5% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |